■Overview
This is a flow to issue an invoice with MakeLeaps when the status is updated in kintone.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who manage billing information with kintone
・Accounting department personnel handling billing tasks
・Sales department personnel who regularly input billing information
2. Those who use MakeLeaps
・Those who issue invoices from MakeLeaps
・Those who want to streamline by linking kintone billing information with MakeLeaps
■Benefits of using this template
When issuing invoices in MakeLeaps based on status updates in kintone, there can be a time lag depending on the confirmation timing.
If you want to issue invoices to clients quickly, you might feel the need to streamline the status confirmation process in kintone.
With this flow, you can automate the issuance of invoices in MakeLeaps when a specific status is updated in kintone, thereby improving operational efficiency.
By eliminating the need for manual input when issuing invoices in MakeLeaps, human errors are prevented, and the burden on personnel for post-issuance confirmation and correction tasks is reduced.
Additionally, you can add an email action to send the invoice after the flow.
■Notes
・Please integrate both kintone and MakeLeaps with Yoom.
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